Select Medical Holdings Corporation

Select Medical Holdings Corporation

SEMยทNYSE

$16.49

-0.12%
HealthcareMedical - Care Facilities

Select Medical Holdings Corporation, through its subsidiaries, operates critical illness recovery hospitals, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers in the United States. The company's Critical Illness Recovery Hospital segment consists of hospitals that provide services for heart failure, infectious disease, respiratory failure and pulmonary disease, surgery requiring prolonged recovery, renal disease, neurological events, and trauma. Its Rehabilitation Hospital segment offers therapy and rehabilitation treatments, including rehabilitative services for brain and spinal cord injuries, strokes, amputations, neurological disorders, orthopedic conditions, pediatric congenital or acquired disabilities, and cancer. The company's Outpatient Rehabilitation segment operates rehabilitation clinics that provide physical, occupational, and speech rehabilitation programs and services; and specialized programs, such as functional programs for work related injuries, hand therapy, post-concussion rehabilitation, pediatric and cancer rehabilitation, and athletic training services. Its Concentra segment operates and provides occupational health centers and contract services at employer worksites that deliver occupational medicine, consumer health, physical therapy, and wellness services. As of December 31, 2021, the company operated 104 critical illness recovery hospitals in 28 states; 30 rehabilitation hospitals in 12 states; 1,881 outpatient rehabilitation clinics in 38 states and the District of Columbia; and 518 occupational health centers in 41 states, and 134 onsite clinics at employer worksites states. Select Medical Holdings Corporation was founded in 1996 and is headquartered in Mechanicsburg, Pennsylvania.

At a Glance

Live Snapshot
Market Cap$2.04B
EPS1.1800
P/E Ratio13.97
Earnings Date07/30/2026
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Select Medical Holdings Corporation Street Expectations Map

SEM ยท NYSE

Wall Street analysts project that SEM stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 17.75, with estimates ranging from a low of 16.50 to a high of 19.00.

Lowest Target
16.50
0.06%
Consensus Target
17.75
7.64%
Highest Target
19.00
15.22%

The consensus 1-year price target stands at 17.75, with estimates ranging from a low of 16.50 to a high of 19.00.

Analyst Consensus Analysis

Upside Potential

+7.6%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

14.1% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Select Medical Holdings Corporation Forward Estimates of Revenue

SEM ยท NYSE
Latest Revenue
5.45B
FY 2025
Avg Estimate
5.65B
FY 2026
Estimate Range
5.64B - 5.66B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Select Medical Holdings Corporation Forward Estimates of Net Income

SEM ยท NYSE
Latest Net Income
146.22M
FY 2025
Avg Estimate
165.60M
FY 2026
Estimate Range
157.78M - 173.43M
Analyst Spread

Forward Growth Analysis

Projected Growth+13.3%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Select Medical Holdings Corporation Forward Estimates of EPS

SEM ยท NYSE
Latest EPS
1.18
FY 2025
Avg Estimate
$1.31
FY 2026
Estimate Range
$1.27 - $1.39
Analyst Spread

Forward Growth Analysis

Projected Growth+11.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Select Medical Holdings Corporation Forward Estimates of EBIT

SEM ยท NYSE
Latest EBIT
390.33M
FY 2025
Avg Estimate
478.68M
FY 2026
Estimate Range
477.83M - 479.53M
Analyst Spread

Forward Growth Analysis

Projected Growth+22.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Select Medical Holdings Corporation Forward Estimates of EBITDA

SEM ยท NYSE
Latest EBITDA
530.63M
FY 2025
Avg Estimate
674.29M
FY 2026
Estimate Range
673.10M - 675.49M
Analyst Spread

Forward Growth Analysis

Projected Growth+27.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Select Medical Holdings Corporation Forward Estimates of SG&A Expense

SEM ยท NYSE
Latest SG&A Expense
154.41M
FY 2025
Avg Estimate
160.46M
FY 2026
Estimate Range
160.18M - 160.75M
Analyst Spread

Forward Growth Analysis

Projected Growth+3.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Select Medical Holdings Corporation Insider Positioning

SEM ยท NYSE

During the last 12 months, insiders have purchased $18K and sold $2.14M worth of SEM shares, resulting in $2.12M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

1.3K

18.00K

Sold

12.2K

169.03K

Net Activity

-151K

-$151K

9-12 Months

Bought

0

0.00

Sold

156.7K

1.97M

Net Activity

-2.0M

-$1.97M

Top Buyers

1
FWH

Frist William H.

Director

1.3K sharesโ€ข1 transactions

$18K

Top Sellers

1
CDS

Chernow David S

Director, Officer: Ceo

49.1K sharesโ€ข1 transactions

$617K

2
JMF

Jackson Martin F

Officer: Executive Vice President

29.5K sharesโ€ข1 transactions

$370K

3
MTP

Mullin Thomas P

Officer: Co-President

22.0K sharesโ€ข1 transactions

$277K

4
SJA

Saich John A.

Officer: Executive Vice President

21.7K sharesโ€ข1 transactions

$273K

5
TME

Tarvin Michael E

Officer: Executive Vice President

19.6K sharesโ€ข1 transactions

$247K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.12M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.01:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.